Cole Lewis Kleinman serves as Advisor Consultant for Highland Capital Brokerage. Kleinman brings a holistic approach to risk management. By considering both the short- and long-term implications of potential risks, he assists advisors in making informed decisions that align with their clients’ strategic objectives.
Kleinman’s process is centered on collaboration and partnership. He is an excellent communicator and collaborator with advisors. His people-first orientation shows his care for those he works alongside.
Kleinman holds the Life and Health license.
Kleinman resides with his wife in Bulverde, Texas with their three dogs and two cats. Kleinman enjoys working out, and playing chess and board games with his family and friends.